Where are you on the road to retirement?

No matter where you are in your retirement journey, there are important financial factors to consider – especially since the SECURE 2.0 Act of 2022. Flip the cards and start planning with helpful tips for every stage on retirement savings, income planning and more. Or download our full checklist here.

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    Saving for retirement

    Retirement may or may not be a priority right now. Either way, these simple steps can make a big difference down the road.

     

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    Nearing retirement

    With retirement on the horizon, consider these important actions as you move closer towards your plan for the future.

     

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    In
    retirement

    You’ve made it to retirement. Congratulations. These considerations can help you continue to stay on top of your financial life.

     

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Download our full checklist

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When you work with your Merrill financial advisor, it’s all about you and your personal financial goals. Put the vast resources of Merrill and Bank of America to work for you.

Get a new perspective on Retirement

 

Including retirement goals in your financial strategy is a critical component to help give you clarity in every stage of your journey.

 

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